Civic Intelligence

The Travelers Foundation

990PF • Fiscal year 2013 • EIN 95-4471689

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 05, 2014

2101 Wilshire Blvd90403

(310) 828-1850

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

82nd percentile

0.21x

Higher debt load relative to assets than 82% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

78th percentile

0.07x

Higher debt load relative to revenue than 78% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

49th percentile

2.2%

Higher net margin than 49% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

74th percentile

23%

Faster asset growth than 74% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Up

$16,292

Up $3,049 (+23%) from 2012

Net Assets

Up

$12,938

Up $1,119 (+9.5%) from 2012

Liabilities

Up

$3,354

Up $1,930 (+136%) from 2012

Revenue

$50,556

No earlier filing loaded for comparison.

Expenses

Down

$49,437

Down $7,461 (-13%) from 2012

Net Income

$1,119

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2011: $14,916Liabilities 2011: $0Net Assets 2011: $14,9162011Assets 2012: $13,243Liabilities 2012: $1,424Net Assets 2012: $11,8192012Assets 2013: $16,292Liabilities 2013: $3,354Net Assets 2013: $12,9382013Assets 2014: $6,158Liabilities 2014: $616Net Assets 2014: $5,5422014Assets 2015: $11,443Liabilities 2015: $3,081Net Assets 2015: $8,3622015Assets 2016: $22,985Liabilities 2016: $410Net Assets 2016: $22,5752016Assets 2017: $33,328Liabilities 2017: $3,833Net Assets 2017: $29,4952017Assets 2018: $56,183Liabilities 2018: $254Net Assets 2018: $55,9292018Assets 2019: $74,940Liabilities 2019: $3,5522019Assets 2020: $290,400Liabilities 2020: $0Net Assets 2020: $290,4002020Assets 2021: $308,139Liabilities 2021: $0Net Assets 2021: $308,1392021Assets 2022: $321,835Net Assets 2022: $321,8352022Assets 2023: $523,755Liabilities 2023: $0Net Assets 2023: $523,7552023Assets 2024: $465,620Net Assets 2024: $465,6202024

Highlighted filing

2013

Assets$16,292
Liabilities$3,354
Net Assets$12,938

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$300K$200K$100K$0-$100KExpenses 2011: $29,3462011Expenses 2012: $56,8982012Revenue 2013: $50,556Expenses 2013: $49,437Net Income 2013: $1,1192013Revenue 2014: $54,931Expenses 2014: $62,327Net Income 2014: -$7,3962014Revenue 2015: $25,059Expenses 2015: $22,240Net Income 2015: $2,8192015Revenue 2016: $36,685Expenses 2016: $22,471Net Income 2016: $14,2142016Revenue 2017: $49,654Expenses 2017: $42,732Net Income 2017: $6,9222017Revenue 2018: $67,419Expenses 2018: $40,985Net Income 2018: $26,4342018Revenue 2019: $54,762Expenses 2019: $39,303Net Income 2019: $15,4592019Revenue 2020: $254,631Expenses 2020: $44,021Net Income 2020: $210,6102020Revenue 2021: $72,588Expenses 2021: $54,849Net Income 2021: $17,7392021Revenue 2022: $58,122Expenses 2022: $44,426Net Income 2022: $13,6962022Revenue 2023: $324,293Expenses 2023: $122,373Net Income 2023: $201,9202023Revenue 2024: $68,046Expenses 2024: $126,181Net Income 2024: -$58,1352024

Highlighted filing

2013

Revenue$50,556
Expenses$49,437
Net Income$1,119
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 5, 2014
Return Version
2013v3.1
Mission and Program Overview

Mission

The organization provides services in the form of organizational ministerial counseling, education, workshops, seminars, and presentations to individuals and groups seeking information and experiences related to spiritual awareness, individual and world peace, and charitable service to others.

Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN MORTONPresident-$0--
LEIGH TAYLOR-YOUNGVice President-$0--
CAROL BARGERTreasurer-$0--
OLGA ABRAMSSecretary-$0--
KATHERINE HALLDirector-$0--
JOHN FORRISTERDirector-$0--
CAROL BEAUDirector-$0--
TERILEE WUNDERMANDirector-$0--
BETH HINMANDirector-$0--
THERESA HOCKINGDirector-$0--
LISA BOONEDirector-$0--
JOHN KADELADirector-$0--
JUDI GOLDFADERDirector-$0--
STEPHANIE KOZAK-ALLENDirector-$0--
Filing and Contact Details

Filer

EIN
95-4471689

Signing Officer

Name
John Morton
Title
President
Phone
3108296099
Signed
2014-11-05
Discuss with paid preparer
Yes

Preparer

Preparer
Jane Devine
Phone
3108281850
Raw XML AppendixShowing 400 of 410 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0Form 990PF General Explanation Attachment 1
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0PARPART XIII, LINE 4e - REMAINING AMOUNT DISTRIBUTED OUT OF CORPUS - $49,437THIS AMOUNT IS NOT OUT OF CORPUS, BUT FROM PUBLIC DONATIONS.PART XIII,LINE 6a - $49,437 IS NOT CORPUS. IT IS THE PUBLIC CONTRIBUTIONS RECEIVED IN 2013.
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOHN MORTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LEIGH TAYLOR-YOUNG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2CAROL BARGER
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5JOHN FORRISTER
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm9THERESA HOCKING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm10LISA BOONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm11JOHN KADELA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm12JUDI GOLDFADER
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3SECRETARY
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5DIRECTOR
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0MINISTERIAL COUNSELING PROGRAM THROUOUT THE YEAR SPIRITUAL EDUCATION & DIRECTION TO INDIVIDUALS & COUPLES FOCUSED ON SPIRITUAL AWARENESS 87 INDIVIUALS
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description4Txt0BULGARIA INSIGHT IV CLASSES & MSIA WORKSHOP LED & PARTICIPATED IN HEARTFELT PURPOSE PROGRAM CLASSES & BLESSING WORKSHOP IN JUNE 125 ATTENDEES
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2PEACE EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3TEACHING SPIRITUAL AWARENESS & PEACE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1INSIGHT SEMINARS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine112101 WILSHIRE BLVD STE 221
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine123500 WEST ADAMS BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine133500 WEST ADAMS BLVD
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1Santa Monica
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OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ROUNDING
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt650
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt60
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt70
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt80
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2141
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3240
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt455
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt52000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt650
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt794
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt82369
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN MORTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03108296099
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine10THE TRAVELERS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0TRAV
ReturnHeader/Filer/EIN0954471689
ReturnHeader/Filer/USAddress/AddressLine102101 WILSHIRE BLVD
ReturnHeader/Filer/USAddress/City0SANTA MONICA
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode090403
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10JANE DEVINE CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101134 PRINCETON ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Santa Monica
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.66$4.66$0.68$1.26$0.58
2023Detailed filing. Detailed filing data is available for this year.$5.24$0.00$5.24$3.24$1.22$2.02
2022Detailed filing. Detailed filing data is available for this year.$3.22$3.22$0.58$0.44$0.14
2021Detailed filing. Detailed filing data is available for this year.$3.08$0.00$3.08$0.73$0.55$0.18
2020Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$2.55$0.44$2.11
2019Summary only. Only limited summary data is available for this year.$0.75$0.04$0.55$0.39$0.15
2018Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.67$0.41$0.26
2017Detailed filing. Detailed filing data is available for this year.$0.33$0.04$0.29$0.50$0.43$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$0.37$0.22$0.14
2015Detailed filing. Detailed filing data is available for this year.$0.11$0.03$0.08$0.25$0.22$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.06$0.01$0.06$0.55$0.62$0.07
2013Detailed filing. Detailed filing data is available for this year.$0.16$0.03$0.13$0.51$0.49$0.01
2012Detailed filing. Detailed filing data is available for this year.$0.13$0.01$0.12$0.57
2011Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.29